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    Wealth Advisor - Palatine, United States - Cornerstone National Bank & Trust Company

    Cornerstone National Bank & Trust Company
    Cornerstone National Bank & Trust Company Palatine, United States

    3 weeks ago

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    Description

    JOB DESCRIPTION

    As a Wealth Advisor at Cornerstone, you will play a crucial role in assisting clients with their financial planning and wealth management needs.

    The ideal candidate will hold a Certified Financial Planner (CFP) or Accredited Wealth Management Advisor (AWMA) designation and possess a strong background in business development within the context of a bank trust department.

    This position offers the opportunity to work with diverse clientele and contribute to the growth and success of our wealth management services.

    Cultivate client base and build win-win relationships.


    RESPONSIBILITIES

    Build and maintain strong relationships with high-net-worth clients and prospects by developing a deep understanding of their' unique goals, risk tolerance, and investment preferences.

    Provide personalized wealth management advice and solutions.
    Conduct comprehensive financial assessments for clients while developing and implementing customized financial plans.
    Continuously monitor and adjust financial plans based on changing circumstances.
    Design and manage investment portfolios in accordance with clients' goals and risk profiles.
    Stay informed about market trends, economic developments, and investment products.
    Desire to continually learn, stay attune and improve upon industry trends, financial markets, financial planning, and financial relationships.
    Proactively identify and drive new business opportunities within the bank's existing client base and external networks.
    Collaborate with the team to enhance business development strategies.
    Participate in marketing events and community outreach.
    Ensure compliance with industry regulations and internal policies.
    Maintain accurate and up-to-date client records and documentation.


    SKILLS
    Proven experience in business development within financial industry.
    Strong understanding of financial markets, investment products, and wealth management strategies.
    Proficient with advising platforms including Money Guide or E-Money.
    Strong technical skill in other financial software. (Microsoft office, CRM, etc.).
    Excellent interpersonal, presentation and communication skills.
    Highly articulate and ability to explain complex information clearly and simply.
    Detail-oriented with strong analytical and problem-solving abilities.
    Understanding of planning and estate strategies and their tax impact on current clientele and future generations.
    Ability to work collaboratively in a team-oriented environment.
    Ability to analyze market data to formulate and provide data-based financial advice.
    Self-motivated; ability to manage multiple projects at once.
    Strong working knowledge across a variety of financial services. Looking at situations from both a micro and macro prospective.


    QUALIFICATIONS
    Minimum experience of 5-7 years in the financial industry
    Bachelor's degree. (MBA or advanced degree a plus).
    CFP or AWMA required. Other professional designations are preferred.


    Cornerstone National Bank & Trust Company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.

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